David Cummings, in his blog, offers a simplified version of the Rockefeller Habit's Strategic Plan, which condenses the most important aspects of the Rockefeller strategy into a one-page document.

This simple yet effective plan outlines your organization's purpose, values, market, brand promise, and more. Cummings recommends that founders update this plan quarterly.

Below you'll find Cummings' template. For an example, you can click this link.

One Page Strategic Plan

Purpose

• One line purpose

Core Values

• General – fit on one line
• People – fit on one line

Market

• One-line description of your market

Brand Promise

• One line brand promise

Elevator Pitch

• No more than three sentences for the elevator pitch

3 Year Target

• One line with the goal

Annual Goals

• 3-5 annual goals in table format with the start value, current value, and target value

Quarterly Goals